Home Latest News Invesco ‘founders and owners’ oust ‘Bulnes Global’ from global fund management

Invesco ‘founders and owners’ oust ‘Bulnes Global’ from global fund management

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Invesco ‘founders and owners’ oust ‘Bulnes Global’ from global fund management

Among the most active global and European stock market funds that make up the ranking of elEconomista.esthere is one investment vehicle that has stood out from the rest since the start of the year. It is about Bulnes Global, advised by Javier Morales for the private banking network of rural savings banks, which also stood out last year in the ranking thanks to the attraction of large technological stocks which monopolize the top positions in the portfolio.

This small Spanish fund, which now manages just over 25 million euros in assets, last year it managed to move significant funds from international management companies and other well-known products of domestic investment companies. And this year, it has maintained the same trend, retaining since the beginning, with a few exceptions, the leadership of the most active funds.

And one of them happened now, having reached Founders and Global Owners of Invesco surpass it in profitability at the last reviewwith 35.34%, above the 34.31% who won Bulnes Global. Next to Sycomore Global Happy@Work Fund, Goldman Sachs Global Millennial Stocks And Acadian Sustainable Global Actions These are the only funds that offer a return greater than 30%, almost double the 18.41% obtained by the MSCI World and higher than the 24.72% of the S&P 500 or the 27.29% of the Nasdaq 100. Quite a merit .

In the World League elEconomista.es There are other funds that continue to perform well week after week as well. This is the case of Arquia Banca Leaders of the future A And Store Management VI Fundamental Approachwhich belongs to the series of recommended funds of the Andorran bank Andbank.

It is also worth noting the profitability obtained. Miralta Narval Europe A, managed by the team supervised by Ignacio Fuertes, within funds focused on the European stock market, gaining 24.10%, triple what its benchmark index, the Stoxx 600 with dividends, achieves. In the latest quarterly letter, the managers indicated that they had reduced their exposure to the banking sector, “by replacing part of it with the insurance sector, which should perform better in a lower rate environment”, and also mentioned the reduction of technological sectors linked to intelligence. artificial, like Nvidia, ASML, Tesla and the sale of Microsoft. Among the worst performing global funds, MyInvestor Value remains the red lantern of the ranking, with a drop of 6%.

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